Name variants:
Jozeph Connor,
Joe Connor,
Joey Connor,
Jo Connor,
Jos Connor,
Jody Connor,
Guiseppe Connor,
Sepp Connor
Last updated May 28, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jo**@wellsfargo.com, jo**@wellsfargo.com, jc**@midoceanpartners.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Financial Planning and Analysis Manager
101 Avenue Of The Americas, New York, NY 10013
Jan 2020 — Mar 2020
Director, Client Relationship Management
Owned and JPMorgan relationship, the most profitable in the company. Led the integration of Equiniti UK and Equiniti US while creating and marketing new products and services.
2018 — Jul 2019
Associate
245 Park Ave, New York, NY 10167
MidOcean Partners is a leading private investment firm that specializes in middle market investments in the US. The Firm's seasoned investment team is supported by an experienced Executive B...
Oct 1, 2015 — Apr 2017
North American Finance Intern
767 5Th Ave, New York, NY 10153
May 2012 — Aug 2012
Vice President, Client Relationship Management
420 Montgomery St, San Francisco, CA 94129
Established Wells Fargo Shareowner Services (WFSS) presence in New York City, managing the largest client relationship at WFSS while overseeing a team of Relationship Managers in both New Yo...
Jul 2008 — 2018
Director, Client Relationship Management
225 Liberty St, New York, NY 10006
Managed team of Client Relationship Executives responsible for J.P. Morgan American Depositary Receipts (ADR) clients, including BP, Cadbury, Novartis, and Telefonos de Mexico. Delivered eig...
2005 — 2008
Vice President, Transfer Agency Product Management
225 Liberty St, New York, NY 10006
Won key sales effort for multi-million dollar J.P. Morgan ADR Transfer Agency mandate, asserting self as an integral employee in creating unique "state of the art" response to request for pr...
2003 — 2005
Vice President, American Depositary Receipts
Advised on the structuring and implementation of multi-billion dollar ADR transactions, including capital raisings, mergers and acquisitions, de-mergers, and corporate re-structuring in the ...
2000 — 2003
Vice President, American Depositary Receipts Division
225 Liberty St, New York, NY 10006
Managed most profitable client service team, marketed ADR and complimentary products and services, negotiated pricing agreements, advised senior management of clients, and aided in developin...
1995 — 2000
Associate, American Depositary Receipts
270 Park Ave, New York, NY 10010
Tasked with management of all aspects of ADR facilities and established employee share purchase plans.
1990 — 1995
Account Manager, Corporate Trust Division
270 Park Ave, New York, NY 10010
Managed over 150 client relationships, reviewed and negotiated Trust Indentures, and controlled receipt and investment of trust funds.
1988 — 1990
Education
2012 — 2012
1984 — 1988
1980 — 1984
Occupations
Executive
Chief Executive Officer
Director
Accountant
Finance and Accounting Specialist
Vice President
Managers
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Relationship Management
Financial Services
Business Strategy
Equities
Capital Markets
Financial Markets
Investor Relations
Leadership
Management
Mergers
New Business Development
Process Improvement
Risk Management
Securities
Vendor Management
Wealth Management
Public Speaking
Finance
Saddle Stitching
Whitewater Kayaking
Mergers and Acquisitions
Thought Leadership
Business Process Improvement
Strategic Planning
Microsoft Excel
Powerpoint
Social Media
Microsoft Office
Research
Microsoft Word
Financial Analysis
Data Analysis
FAQs about Joseph Connor
What is the profession of Joseph Connor?
This professional's job is Financial Planning and Analysis Manager
What are the main profession of This expert?
These person's professions are Executive and Chief Executive Officer
Where is Joseph Connor currently located?
Joseph Connor is currently located in New York, New York.
What is the professional's email?
The expert's email is jo**@wellsfargo.com and jo**@wellsfargo.com.
Where did Joseph Connor work?
Joseph worked at Digitalocean, Equiniti Trust Company.
What education does Joseph Connor have?
Joseph studied at the University of Notre Dame from 2012 to 2012.
What languages does Joseph Connor speak?
Joseph Connor speaks Spanish.
Are there any special industries, that Joseph Connor is connected to?
Joseph works in Internet industry.